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Guide outline
Choosing International Professional Advisers
A due-diligence guide to preparing for conversations with lawyers, tax advisers, trustees and corporate-service providers.
What this guide is designed to help you do
- Know what credentials and engagement terms to check.
- Compare quotations, conflicts and professional protections.
- Spot warning signs associated with aggressive promoters.
Educational outline
- 01Verifying licences and credentials
- 02Engagement scope and conflicts
- 03Insurance and document custody
- 04Exit and migration provisions
- 05Complaints procedures
- 06Questions to ask before appointing an adviser
Important boundaries
The materials will not provide a personal structure recommendation, calculate a tax outcome, facilitate concealment, avoid reporting obligations or assist with frustrating lawful creditor claims.